Squar Milner Financial Services’s Carter's CRI Stock Holding History

Squar Milner Financial Services’s Portfolio CRI Stock Details CRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-23	Closed	-$1K	–	317
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	708
2019 Q4	$2K	Buy	+23	New	+$2.33K	﹤0.01%	734
2019 Q3	–	Sell	-23	Closed	-$2K	–	324
2019 Q2	$2K	Sell	23 -21	-48%	-$2.04K	﹤0.01%	728
2019 Q1	$4K	Buy	44 +10	+29%	+$892	﹤0.01%	687
2018 Q4	$3K	Buy	34 +9	+36%	+$818	﹤0.01%	636
2018 Q3	$2K	Sell	25 -86	-77%	-$9.09K	﹤0.01%	718
2018 Q2	$12K	Buy	+111	New	+$11.9K	0.01%	547

Other funds holding CRI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Squar Milner Financial Services's CRI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Carter's (CRI) in Q2 2020, closing a stake of 23 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in CRI in Q2 2018 and held it in 7 quarters. The position peaked at $12K in Q2 2018. 302 funds tracked by Wall St. Rank hold CRI as of Q2 2020.

Squar Milner Financial Services reported no remaining Carter's position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 23 Carter's shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Carter's in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Carter's position peaked at $12K in Q2 2018.
302 funds tracked by Wall St. Rank held Carter's as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.